Virtus Investment Advisers’s H2O America Common Stock HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,970
| Closed | -$455K | – | 380 |
|
|
2023
Q4 | $455K | Hold |
6,970
| – | – | 0.34% | 96 |
|
|
2023
Q3 | $419K | Hold |
6,970
| – | – | 0.29% | 96 |
|
|
2023
Q2 | $489K | Hold |
6,970
| – | – | 0.33% | 92 |
|
|
2023
Q1 | $531K | Sell |
6,970
-240
| -3% | -$18.3K | 0.37% | 86 |
|
|
2022
Q4 | $585K | Hold |
7,210
| – | – | 0.39% | 74 |
|
|
2022
Q3 | $415K | Buy |
+7,210
| New | +$415K | 0.19% | 109 |
|